2024-11-08T14:32:03-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 350723065 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA UNIT 2025466206 101 CONSTITUTION AVENUE NW WASHINGTON DC 20001 MARK MCGRIFF GENERAL SECRETARY-TREASURER 2025466206 2024-11-08 1 1 ERIN CRANMER P01712644 2023319880 2024-11-08 2023 2024-10-15 13:58:12Z DOUGLAS J MCCARRON 101 CONSTITUTION AVENUE NW WASHINGTON DC 20001 1001560060 0 X WWW.CARPENTERS.ORG X LABOR ORGANIZATION 1881 DC TO ORGANIZE ALL WORKERS FOR SOCIAL AND ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS. TO PROVIDE DEATH AND DISABILITY BENEFITS FOR MEMBERS AND SPOUSES. 9 0 98 0 0 0 0 0 103323703 106894569 3540811 5794035 -541990 43085293 106322524 155773897 39447363 32480759 2255412 2209175 24138022 26040767 0 0 0 46179263 49074841 112020060 109805542 -5697536 45968355 695193997 781256391 6028203 3836003 689165794 777420388 TO ORGANIZE ALL WORKERS FOR SOCIAL AND ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS. TO PROVIDE DEATH AND DISABILITY BENEFITS FOR MEMBERS AND SPOUSES. 0 0 TO ORGANIZE ALL WORKERS FOR SOCIAL AND ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS. PROVIDE DEATH AND DISABILITY BENEFITS FOR MEMBERS AND SPOUSES. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 191 0 1 98 1 0 1 CA 0 0 1 1 0 0 0 X 9 0 1 0 0 0 1 1 1 1 1 0 1 1 1 0 0 0 0 0 0 X MICHAEL MOELLER 2025466206 101 CONSTITUTION AVENUE NW WASHINGTON DC 20001 MCCARRON DOUGLAS J GENERAL PRESIDENT 40.00 X X 707008 0 169072 FLYNN THOMAS FIRST GENERAL VICE PRESIDE 40.00 X X 470666 0 444515 SPENCER FRANK FIRST GENERAL VICE PRESIDE 40.00 X X 1543876 0 159537 MCGRIFF MARK G GENERAL SECRETARY TREASURER 40.00 X X 444890 0 401903 THARP DAVID C SECOND GENERAL VICE PRESID 40.00 X X 726193 0 135578 ENGELS JASON BLAKE DISTRICT VICE PRESIDENT 40.00 X X 208238 0 53451 ROWE MICHAEL 'JASON' DISTRICT VICE PRESIDENT 40.00 X X 330786 0 101535 DONAHOU DENNIS L DISTRICT VICE PRESIDENT 40.00 X X 673897 0 93121 KWIATKOWSKI MICHAEL DISTRICT VICE PRESIDENT 40.00 X X 71795 0 25898 WATERKOTTE WILLIAM R DISTRICT VICE PRESIDENT 40.00 X X 385144 0 119957 RODRIGUEZ PEDRO S DISTRICT VICE PRESIDENT 40.00 X X 329252 0 49143 PENA ANTHONY AUGUSTO CHIEF OF STAFF 40.00 X 239205 0 68631 WEIDNER JUSTIN CHIEF OF STAFF 40.00 X 366263 0 125847 EPPARD RANDY G DIRECTOR - EDUCATION AND T 40.00 X 269265 0 105228 GRAZIANO ANTHONY J REPRESENTATIVE 40.00 X 256167 0 99196 DURKIN EDWARD J REPRESENTATIVE 40.00 X 233791 0 91396 7256436 0 2244008 55 0 1 0 CONNER STRONG & BUCKELEW TRIAD 1828 CENTRE PO BOX 99106 CAMDEN NJ 08101 INSURANCE SERVICES 1496030 PERSONIFY PO BOX 735327 DALLAS TX 75373 COMPUTER SERVICES 1228294 PHOENIX STAFFING PO BOX 511601 LOS ANGELES CA 90051 COMPUTER SERVICES 1181932 MICROSOFT CORP ONE MICROSOFT WAY REDMOND WA 98052 COMPUTER SERVICES 815191 LIGHTSTREAM 208 N 2100 W SALT LAKE CITY UT 84116 COMPUTER SERVICES 706922 43 MEMBERSHIP DUES 900099 80664539 80664539 TRAINING CENTER REVENUE 900099 25378634 25378634 INITIATION FEES 900099 851396 851396 106894569 9583249 9583249 841505998 248994 845256112 288094 -3750114 -39100 -3789214 -3789214 223169 241957 -18788 -18788 INCOME FROM DISBANDED LOCAL UNION 900099 42476499 42476499 FIDELITY BOND PREMIUMS 900099 237913 237913 GAIN ON FOREIGN CURRENCY 900099 -128290 -128290 517959 517959 43104081 155773897 149998650 0 5775247 30631210 1849549 2209175 7645455 10643829 3109677 3657421 984385 200062 2695969 816535 1641022 220447 1710236 643033 5478500 15086151 2773665 3240089 4189857 8691587 1162371 COMMUNICATION 453617 MEMBERSHIP DUES 71700 109805542 23448304 18823472 21459523 9803401 8150961 3565629 6126700 5901744 369395 324924 684962 758106 213786021 110796204 111199790 102989817 213403228 144607424 306614067 338240306 152543237 3737067 3698331 695193997 781256391 2291136 137672 3737067 3698331 6028203 3836003 X 689165794 777420388 689165794 777420388 695193997 781256391 X 45968355 19999942 22286297 X X 0 1 X 1 0 WORKING FOR WORKING AMERICANS 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 261173032 22153990 1 0 0 16696765 16696765 178972693 98896806 80075887 16922225 11293212 5629013 1194338 606186 588152 102989817 LIMITED PARTNERSHIPS 41289689 F INVESTMENT IN SUBSIDIARY 296950617 C 338240306 DEFERRED COMPENSATION LIABILITY 3698331 3698331 X PART X, LINE 2: UBC ADHERES TO THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UBC PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR THE TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH UBC FILES RETURNS. 1 NORTH AMERICA - CANADA AND MEXICO, BUT 1 4 PROGRAM SERVICES ORGANIZE WORKERS FOR BETTER WORKING CONDITIONS 3845993 1 4 0 0 1 4 3845993 0 3845993 NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 1333895 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 222450 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 293204 CHECK 0 0 3 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE GIVEN TO AFFILIATED ORGANIZATIONS IN THE UNITED STATES AND CANADA. THESE ORGANIZATIONS ARE REQUIRED TO SUBMIT QUARTERLY STATUS REPORTS. PART I, LINE 3: MODIFIED CASH BASIS 1 CENTRAL SOUTH CARPENTERS REGIONAL COUNCIL 2850 MASSACHUSETTS AVE METAIRIE LA 70003 273459916 501 C(5) 635882 0 EDUCATION GRANT CITIZENS TRADE CAMPAIGN PO BOX 77077 WASHINGTON DC 20013 521809705 501C(4) 150000 0 CONTRIBUTION CMRAVE 815 16TH STREET NW WASHINGTON DC 20006 431972568 501 C(3) 10000 0 CONTRIBUTION DEMOCRACY ALLIANCE PO BOX 34607 WASHINGTON DC 20043 202130918 501C(4) 70000 0 CONTRIBUTION FLORIDA CARPENTERS REGIONAL COUNCIL 295 W 70TH PLACE HIALEAH FL 33014 201854375 501 C(5) 463389 0 EDUCATION GRANT INDIANAKENTUCKOHIO REGIONAL COUNCIL OF CARPENTERS 771 GREENWOOD SPRINGS GREENWOOD IN 46143 351074694 501 C(5) 912500 0 EDUCATION GRANT JARED ALLEN'S HOMES FOR WOUNDED WARRIORS 9845 E BELL ROAD STE 130 SCOTTSDALE AZ 85260 271361341 501 C(3) 1000000 0 CONTRIBUTION JOHN BURTON ADVOCATES FOR YOUTH 235 MONTGOMERY SAN FRANCISCO CA 94104 812600695 501 C(3) 10000 0 CONTRIBUTION MICHIGAN REGIONAL COUNCIL OF CARPENTERS 400 RENAISSANCE CENTER DETROIT MI 48243 383292997 501 C(5) 298704 0 EDUCATION GRANT MID-AMERICA CARPENTERS REGIONAL COUNCIL 12 EAST ERIE ST 9TH FLOOR CHICAGO IL 60611 366597428 501 C(5) 1000000 0 EDUCATION GRANT NABTU CONFERENCE FUND 815 16TH STREET NW WASHINGTON DC 20006 526989157 501 C(5) 25000 0 CONTRIBUTION NATIONAL REDISTRICTING FOUNDATION 700 13TH STREET NW WASHINGTON DC 20005 820757693 501C(4) 1000000 0 CONTRIBUTION NORTH CENTRAL STATES REGIONAL FOUNCIL OF CARPENTERS 700 OLIVE STREET ST PAUL MN 55130 390776395 501 C(5) 590000 0 EDUCATION GRANT ON YOUR SIDE OHIO 2601 OCEAN PARK BLVD SANTA MONICA CA 90405 923336123 501C(4) 100000 0 CONTRIBUTION PCI C/O BRIAN LAVANAGH 9810 MAYFLOWER PARK DRIVE CARMEL IN 46032 431467168 501 C(3) 649200 0 CONTRIBUTION PROGRESSNOW PO BOX 664 EARLYSVILLE VA 22936 208720230 501C(4) 25000 0 CONTRIBUTION REPUBLICAN MAIN STREET PARTNERSHIP 325 7TH STREET NW WASHINGTON DC 20004 591828852 501C(4) 50000 0 CONTRIBUTION STRATEGIC VICTORY FUND PO BOX 685 RALEIGH NC 27602 842526354 501C(4) 1500000 0 CONTRIBUTION 3 15 PART I, LINE 2: GRANTS ARE GIVEN TO AFFILIATED ORGANIZATIONS IN THE UNITED STATES AND CANADA. THESE ORGANIZATIONS ARE REQUIRED TO SUBMIT QUARTERLY STATUS REPORTS. X 1 1 X 1 1 0 SPENCER FRANK FIRST GENERAL VICE PRESIDE 516949 0 0 0 1026927 0 151737 0 7800 0 1703413 0 0 0 FLYNN THOMAS FIRST GENERAL VICE PRESIDE 425658 0 0 0 45008 0 428915 0 15600 0 915181 0 0 0 MCCARRON DOUGLAS J GENERAL PRESIDENT 523887 0 0 0 183121 0 153472 0 15600 0 876080 0 0 0 THARP DAVID C SECOND GENERAL VICE PRESID 196071 0 0 0 530122 0 131678 0 3900 0 861771 0 0 0 MCGRIFF MARK G GENERAL SECRETARY TREASURER 399212 0 0 0 45678 0 386303 0 15600 0 846793 0 0 0 DONAHOU DENNIS L DISTRICT VICE PRESIDENT 256484 0 0 0 417413 0 86621 0 6500 0 767018 0 0 0 WATERKOTTE WILLIAM R DISTRICT VICE PRESIDENT 327428 0 0 0 57716 0 104357 0 15600 0 505101 0 0 0 WEIDNER JUSTIN CHIEF OF STAFF 350989 0 3991 0 11283 0 110247 0 15600 0 492110 0 0 0 ROWE MICHAEL 'JASON' DISTRICT VICE PRESIDENT 299993 0 0 0 30793 0 99350 0 2185 0 432321 0 0 0 RODRIGUEZ PEDRO S DISTRICT VICE PRESIDENT 289648 0 0 0 39604 0 36143 0 13000 0 378395 0 0 0 EPPARD RANDY G DIRECTOR - EDUCATION AND T 268513 0 356 0 396 0 89628 0 15600 0 374493 0 0 0 GRAZIANO ANTHONY J REPRESENTATIVE 244385 0 0 0 11782 0 83596 0 15600 0 355363 0 0 0 DURKIN EDWARD J REPRESENTATIVE 213185 0 0 0 20606 0 75796 0 15600 0 325187 0 0 0 PENA ANTHONY AUGUSTO CHIEF OF STAFF 227900 0 0 0 11305 0 53031 0 15600 0 307836 0 0 0 ENGELS JASON BLAKE DISTRICT VICE PRESIDENT 182604 0 0 0 25634 0 45651 0 7800 0 261689 0 0 0 PART I, LINE 1A ALL DIRECTORS ARE ABLE TO PURCHASE FIRST-CLASS AIRLINE TICKETS. THESE EXPENSES ARE PAID UNDER AN ACCOUNTABLE PLAN AND ARE NOT TREATED AS COMPENSATION TO THE DIRECTORS. PART I, LINES 4A-B THREE OFFICERS RECEIVED A SEVERANCE PAYMENT. FRANK SPENCER IN THE AMOUNT OF $851,316, DAVID THARP IN THE AMOUNT OF 425,658, AND DENNIS DONAHOU IN THE AMOUNT OF $327,428. THREE OFFICERS PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (457(F)): THOMAS FLYNN $300,000, MARK MCGRIFF $264,000, AND DAVID THARP $65,000. FORM 990, PART VI, SECTION A, LINE 2 UBC OFFICERS ARE ALSO OFFICERS OF HOMEWOOD SUITES, JOBSITE STEEL MANUFACTURING, PLACID INVESTORS, MISSION VENTURE, LEVEL CARE PBM I, LEVEL CARE PHARMACY I, LEVEL CARE PHARMACY II, AND LEVEL CARE PBM II. HOWEVER, THE UBC OFFICERS DO NOT RECEIVE ANY COMPENSATION FROM THESE ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP: SECTION 50 DISABLED, AGENCY SHOP NON-MEMBER, MEMBER APPLICANT NON-MEMBER, APPRENTICE LEVEL 1-12, APPRENTICE APPLICANT NON-MEMBER, APPRENTICE - DROPPED PROGRAM, APPRENTICE, BECK OBJECTOR NON-MEMBER, CONTRACTOR MEMBER, DISABLED MEMBER, EARLY RETIRED, HONORARY MEMBER, CALLED MILITARY SERVICE, MEMBER - REGULAR, INDUSTRY OUTREACH NON-MEMBER, PRE-APPRENTICE, RETIRED MEMBER, WALKIN APPRENTICE - NON MEMBER AND WALKIN JOURNEYMAN - NONMEMBER. MEMBERS LISTED ABOVE HAVE THE RIGHT TO ELECT THEIR DELEGATES IF THEY ARE IN "GOOD STANDING". FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING ELECT THE DELEGATES WHO THEN ATTEND THE GENERAL CONVENTION TO ELECT THE MEMBERS OF THE GOVERNING BODY BY PLURALITY VOTE THROUGH A SECRET BALLOT. FORM 990, PART VI, SECTION A, LINE 7B DELEGATES VOTE ON CHANGES TO THE CONSTITUTION - MEETING EVERY 5 YEARS - LAST ONE WAS AUG 2020. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIVING THE PREPARED FORM 990 FROM AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT, THE SUBCOMMITTEE REVIEWS THE RETURN FOR ACCURACY. THE RETURN IS THEN REVIEWED BY THE AUTHORIZED SIGNER FOR ACCURACY AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 FINANIAL OVERSIGHT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERS UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ANY OF THE DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: INVESTMENT INCOME SUBSIDIARIES 22,286,297. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES A MODIFIED CASH BASIS OF ACCOUNTING. THIS ACCOUNTING METHOD HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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